Episode No. 52 | June 15, 2016
How In-Person Networking Can Land 27 Clients in 12 Months
At XY Planning Network, we have a lot of resources that help financial advisors start and run virtual firms (like our free ebook, The Virtual Advisor). Forgoing the traditional, physical office space not only reduces a lot of overhead, but it also provides you with more flexibility an …
March 30, 2016
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
The word "sales" can make most financial advisors cringe away -- especially if you're a fee-only planner who constantly fights the perception that your job revolves around product sales!
March 16, 2016
Ep #39: Writing Books to Supercharge Your RIA Marketing
If you're like most financial planners, you've likely thought about the practical benefits of writing books -- or maybe you've at least dreamed about it. Either way, something holds you back from taking the leap even when you know it could help your RIA marketing to get published.
November 04, 2015
Ep #19: The Career of Katie Brewer - Using Speaking Gigs to Get Prospective Clients (and Income!)
This week, I'm excited to feature Katie Brewer. Katie is one of the founding members of the XY Planning Network and the founder of Your Richest Life, a financial planning firm based in Dallas.
August 25, 2015
Ep #4: Blogging Your Way To The Top with Jeff Rose
Today, we're excited to have Jeff Rose as our featured guest here on #XYPNRadio! Jeff is a popular personal finance blogger, author, and financial planner. He has built a successful financial planning practice and has boosted his marketing efforts using his popular blog, Good Financia …
